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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,073 | $59,819+109.1% | $79,583+57.2% | $68,490+82.6% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | -11.77% | -12.30%+0.5pp | 0.16%-11.9pp | -7.85%-3.9pp |
| Employer contribution / active EE | $867 | $1,505-42.4% | $2,414-64.1% | $2,597-66.6% |
| Participant deferral / active EE | $5,154 | $3,025+70.4% | $3,986+29.3% | $4,028+28.0% |
| Admin fee / account holder | $1,280 | $4,835-73.5% | $6,835-81.3% | $5,403-76.3% |